Aspiriant
Stephen Kawasaki, CFA, CFP®, CAIA, currently holds the position of Manager - Investment Strategy & Research, Partner at Aspiriant since October 2016. Stephen also serves as a Board Member at Transform Capital since January 2021. With previous experience as an Advisor at Balasa Dinverno Foltz LLC, Stephen has a strong background in investment and wealth management. Additionally, Stephen has teaching experience as an Undergraduate Teaching Assistant at the University of Illinois at Urbana-Champaign. Their educational background includes a Bachelors of Science in ACE: Financial Planning from the University of Illinois Urbana-Champaign.
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Aspiriant
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Aspiriant is an investment management company that specializes in investment management and wealth planning services. The company specializes in in customization and personalization, drawing on an immense range of services.It was founded in 2008 and headquartered in Los Angeles, California.